ProVise Management Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,600 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$17,467,709
+0.8%
120,450
+1.0%
1.62%
+3.3%
Q2 2023$17,336,559
+18.2%
119,201
+5.9%
1.57%
+12.1%
Q1 2023$14,665,755
+2.6%
112,545
+5.6%
1.40%
-3.1%
Q4 2022$14,293,917
+38.6%
106,591
+8.0%
1.45%
+25.6%
Q3 2022$10,314,000
+62.7%
98,697
+75.4%
1.15%
+70.4%
Q2 2022$6,338,000
+70.2%
56,282
+106.1%
0.68%
+92.6%
Q1 2022$3,723,000
-12.5%
27,314
+1.6%
0.35%
-9.1%
Q4 2021$4,256,000
-2.9%
26,879
+0.4%
0.39%
-10.9%
Q3 2021$4,381,000
+6.4%
26,766
+1.1%
0.43%
+3.1%
Q2 2021$4,117,000
+0.1%
26,467
-2.0%
0.42%
-5.2%
Q1 2021$4,111,000
+3.0%
27,004
-14.0%
0.44%
-3.9%
Q4 2020$3,992,000
+36.5%
31,416
+3.4%
0.46%
+17.9%
Q3 2020$2,925,000
-0.9%
30,383
-3.2%
0.39%
-7.8%
Q2 2020$2,953,000
+4.9%
31,392
+0.4%
0.42%
-10.2%
Q1 2020$2,816,000
-39.0%
31,273
-5.6%
0.47%
-16.9%
Q4 2019$4,618,000
+18.7%
33,127
+0.2%
0.57%
+10.1%
Q3 2019$3,892,000
+4.5%
33,070
-0.7%
0.52%
+3.4%
Q2 2019$3,724,000
+26.1%
33,312
+14.2%
0.50%
+20.2%
Q1 2019$2,954,000
+1.2%
29,180
-2.4%
0.42%
-10.0%
Q4 2018$2,918,000
-12.5%
29,888
+1.2%
0.46%
+5.0%
Q3 2018$3,334,000
+10.1%
29,544
+1.7%
0.44%
+92.5%
Q2 2018$3,027,000
-13.2%
29,048
-8.4%
0.23%
-55.6%
Q1 2018$3,489,000
+4.7%
31,725
+1.8%
0.51%
+7.5%
Q4 2017$3,332,000
-5.2%
31,153
-15.4%
0.48%
-6.3%
Q3 2017$3,516,000
-2.8%
36,811
-7.0%
0.51%
-7.1%
Q2 2017$3,618,000
+1.3%
39,586
-2.6%
0.55%
-4.2%
Q1 2017$3,571,000
-3.7%
40,661
-5.4%
0.57%
-9.0%
Q4 2016$3,707,000
+29.7%
42,960
+0.1%
0.63%
+27.3%
Q3 2016$2,858,000
+6.8%
42,925
-0.3%
0.50%
+0.6%
Q2 2016$2,675,000
+3.8%
43,042
-1.1%
0.49%
-7.2%
Q1 2016$2,578,000
-8.2%
43,542
+2.4%
0.53%
-10.2%
Q4 2015$2,809,000
+20.5%
42,537
+11.2%
0.59%
+9.1%
Q3 2015$2,331,000
+1.5%
38,237
+12.8%
0.54%
+10.6%
Q2 2015$2,296,000
+13.5%
33,887
+1.5%
0.49%
+14.3%
Q1 2015$2,023,000
-50.8%
33,392
-49.1%
0.43%
-2.9%
Q4 2014$4,108,000
+105.1%
65,650
+97.4%
0.44%
+1.4%
Q3 2014$2,003,000
-1.7%
33,255
-5.9%
0.44%
-1.6%
Q2 2014$2,037,000
-4.1%
35,355
+1.0%
0.44%
-14.2%
Q1 2014$2,125,000
-15.9%
35,005
-19.0%
0.52%
-21.0%
Q4 2013$2,526,000
+24.5%
43,190
+10.1%
0.65%
+13.4%
Q3 2013$2,029,000
-1.6%
39,240
+0.5%
0.58%
-5.4%
Q2 2013$2,061,00039,0300.61%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2019
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders